CAPTRUST
1410 Rocky Ridge Drive, Roseville, CA 95661
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
1410 Rocky Ridge Dr #150, Roseville, CA 95661, United States
About the Business
CAPTRUST, located at 1410 Rocky Ridge Drive in Roseville, California, is a finance institution that offers wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to corporate retirement plan fiduciaries. Their financial advisors are available Monday through Thursday from 8:00 am to 5:00 pm and Friday from 8:00 am to 4:00 pm.
Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, CAPTRUST's team of advisors is ready to assist you. They offer a range of services including fiduciary partnerships, plan design optimization, financial wellness programs, and more to support employer organizations.
By working with a fiduciary that prioritizes your needs and adheres to strong ethical values, you can trust that CAPTRUST will provide you with objective advice tailored to your unique financial goals. Attend their webinars and training series to stay informed on best practices, market insights, and financial planning strategies.
Don't miss out on upcoming events such as the Quarterly Industry Insights on Hospitals & Healthcare Systems or the Fiduciary Training Series. Contact the CAPTRUST office in Roseville, CA to ensure your financial success.
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